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Owned & Tracked Sample data

Action Items

Assign next steps to family, student, or yourself — with due dates and completion tracking.

Educator 30 / 90 / 180 / 365-Day Plan

Your Caseload Next Actions

Educator-owned actions that keep every Pathway Report defensible and every PPT on schedule.

  1. Next 30 Days

    This Month

    • Close 2 high-priority data gaps flagged by the report
    • Send the family priorities intake to 3 caseload families
    • Draft PPT agendas straight from Pathway Reports
  2. Next 90 Days

    This Quarter

    • Run report-driven PPTs for every 11th + 12th grader
    • Schedule updated transition assessments for 5 students
    • Refer 3 seniors to adult services with signed consent
  3. Next 6 Months

    Half Year

    • Stand up work-based learning placements for 8 students
    • Complete travel-training baselines for the caseload
    • Publish an educator playbook of pathway rationales
  4. Next 12 Months

    This Year

    • Every senior exits with a signed pathway + adult-services plan
    • Zero PPT held without a current transition assessment
    • Caseload IEP-compliance audit ready with one click

Open

9

Due this week

4

Overdue

1

Next Recommended Step

Reassign any overdue action item that belongs to another role.

Preview

  • Confirm meeting room · Jordan

    You · due before Sep 15

  • Send adult services referral · Sam O.

    You · due this month

  • Upload transition assessment · Maya C.

    Family · overdue

  • Draft employment narrative · Aiden B.

    You · due this month

Connected To The Pathway Report

Action Items is how the team acts on the Pathway Report between meetings — items map to specific report sections and readiness gaps.

Meeting PrepCase NotesCalendar

Feeds Into

Updates here surface in these other TransitionForward surfaces so the whole team stays aligned.

Pathway ReportMeeting PrepCase NotesCalendar

This is a demo preview using sample data. In your workspace this page shows live info from your team.